Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

5 positive reasons to work with a trusted financial planner

According to FTAdviser, the Financial Services Compensation Scheme (FSCS) has revealed that 78% of the claims it deals with have an element of poor financial advice. The organisation’s chief executive, Caroline Rainbird, explained that while the “vast majority” of financial advisers provided high standards and an important… Read More

10 great ways to boost your mood at work

Do you look forward to Friday afternoons and dread Monday mornings, or do you jump out of bed during the working week eager to start your day? If it’s the latter it’s likely you are happy at work, which means that an article by… Read More